Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
-1.73% |
-1.06% |
8.59% |
|||
Growth Fund |
-1.27% |
-0.35% |
8.38% |
10.58% |
7.73% |
8.37% |
Balanced Fund |
-0.69% |
7.64% |
8.64% |
6.22% |
5.79% |
|
Conservative Fund |
0.40% |
1.74% |
7.55% |
5.99% |
4.00% |
1.88% |
Homes and Income Fund |
0.25% |
2.17% |
5.24% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
-2.84% |
-6.17% |
-0.97% |
-0.40% |
0.48% |
2.64% |
NZ Bond Fund |
1.07% |
2.87% |
8.30% |
4.66% |
3.53% |
-0.77% |
NZ Cash Fund * |
0.31% |
2.25% |
5.92% |
|||
Hedged Global Share Fund |
0.09% |
-0.85% |
10.72% |
|||
Unhedged Global Share Fund |
-3.31% |
0.65% |
12.47% |
|||
Hedged Global Bond Fund |
0.86% |
2.03% |
6.41% |
These returns are to 30-04-2025 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.